WonderDoc Manual

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Managing Insurance Company Information

Adding a New Insurance Company

  • Creating and Editing InsuranceOpen the the Patient Data window.
  • Click any patients name
  • Click the button “Edit Patient” at the top of the window.
  • Click “Select Insurance Company”.
  • In the pop-up window, click the “New” button
  • Enter the information in the “Insurance Company Data” window.
  • If the insurance company automatically forwards claims to patients’ secondary insurance carrier, (i.e. Medicare) check the box “Do not submit secondary”.
  • Click “OK” to save and exit.
  • If the added insurance company is Medicare, change the number in the column labeled “Qualifier” to 454.

Editing Insurance Company Information 

  • Open the Patient Data window
  • Click on any patients name
  • Click the button “Edit Patient” at the top of the window.
  • Click “Select Insurance Company”.
  • Select the insurance company you want to edit.
  • Click “Edit” in the pop up window labeled “Select Insurance Companies”.
  • In the next pop up window, change the appropriate insurance information in that appears
  • Click the button “OK” at the bottom to save and exit.
  • A warning pop-up window will appear. Click “Yes” to save changes and exit the window.
  • Click “OK” to save and exit.
Previous Creating a New Patient Account
Next Recording Insurance Benefits
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